Avior Wealth Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $217K | Sell |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $277K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $32K | Hold |
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|
2019
Q2 | $34K | Hold |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $29K | Hold |
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|
2018
Q3 | $38K | Buy |
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